+155.0%
ASX vs AEIS
+6.8%
+148.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +4.5% | +2.1% | +3.6% |
| 7D | +0.8% | +9.5% | -8.6% | -3.9% |
| 30D | -20.4% | -17.5% | -2.9% | -10.1% |
| 3M | -2.1% | -29.3% | +27.1% | +20.2% |
| 6M | +8.2% | -34.7% | +42.9% | +36.4% |
| YTD | +137.3% | +10.7% | +126.5% | +127.3% |
| 1Y | +155.0% | +7.4% | +147.6% | +148.7% |
| All | +155.0% | +6.8% | +148.2% | +148.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AEIS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling